Kotak Infrastructure & Economic Reform Fund - Standard Plan

Sectoral / ThematicEquity Rank 76 of 164

NAV · Regular-Growth

—-0.84-1.22%

As of — · AMFI

NAV growth+5.1%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Steady

positive in 9 of 12 years

Beats its Sectoral / Thematic category on 1Y, 3Y & 5Y.

1Y return

+4.0%

+1.2 vs cat

3Y CAGR

+14.1%

+0.0 vs cat

5Y CAGR

+16.0%

+3.9 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

21.4%

3Y std dev

Go deeper on Kotak Infrastructure & Economic Reform Fund - Standard Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Kotak Infrastructure & Economic Reform Fund - Standard Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Kotak Infrastructure & Economic Reform Fund - Standard Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Kotak Infrastructure & Economic Reform Fund - Standard Plan is a Sectoral / Thematic scheme from Kotak Mahindra. Long-run track record: about 16.0% CAGR over 5 years. Worst historical drawdown: -61% in Mar 2009, recovered in 19 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF178L01095

NAV (Direct-Growth)

₹67.9000

Last 1Y

+5.08%

Oct 25Min ₹58.13 · Max ₹71.39 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2009

-61.4%

Peak ₹10.12 on 27 Feb 2008 → trough ₹3.91 on 9 Mar 2009 (13 months down).

Recovered in 19 months· 6 Oct 2010

Mar 2020

-47.5%

Peak ₹24.21 on 12 Jan 2018 → trough ₹12.71 on 24 Mar 2020 (27 months down).

Recovered in 11 months· 11 Feb 2021

Aug 2013

-32.9%

Peak ₹10.27 on 10 Nov 2010 → trough ₹6.89 on 28 Aug 2013 (34 months down).

Recovered in 9 months· 16 May 2014

Mar 2025 — ongoing

-28.1%

Peak ₹72.77 on 27 Sept 2024 → trough ₹52.28 on 3 Mar 2025 (5 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-2.92%	-2.97%	148/ 291
1M	-4.41%	-4.80%	96/ 289
3M	-2.55%	-2.87%	114/ 286
6M	+12.95%	+11.48%	109/ 286
YTD	+3.88%	+0.50%	89/ 273
1Y	+4.01%	+2.78%	97/ 261
2Y	-1.92%	+1.38%	144/ 211
3Y	+14.06%	+14.01%	76/ 164
5Y	+15.98%	+12.09%	25/ 126
7Y	+19.66%	+17.57%	37/ 104
10Y	+14.21%	+13.76%	40/ 81

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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